How to collaborate with Divorce Financial Experts

Wed Oct 12 2022 at 12:00 pm to 01:30 pm

Quilter Cheviot | Leeds

TFD
Publisher/HostTFD
How to collaborate with Divorce Financial Experts
Advertisement
Are your clients struggling with the financial aspects of divorce?
Are their choices going to have a negative impact on their future?
About this Event

Join Divorce Specialist Financial Experts, Lottie Kent and Vanessa Eve for this face to face working lunch where we will cover:

• How we can make a solicitors/other divorce professionals life easier when it comes to the finances

• When to get us involved

• Expert tips on “things to watch out for” with the finances

• How we can add value to your clients

There will be sandwiches and soft drinks at the event and also the opportunity to network with other Divorce professionals before and after the talks.

Meet the team:

Lottie Kent, founder and Owner of True Financial Design

As an Award Winning Chartered Financial Planner and Resolution Accredited Divorce Specialist, Lottie is on a mission to see a world where no woman feels worried about their finances when faced with divorce. Her company, True Financial Design Ltd, helps remove financial uncertainty by imparting their expert knowledge in a simple way so their clients have the confidence to make informed decisions about their future. This ensures they don't make a financial mistake they live to regret.

True’s clients are women either facing divorce or already divorced who feel scared about their finances for the future and are desperate to feel in control.

True’s unique Visualise your Future process gives people back their spirit and freedom by lifting that dark cloud of uncertainty that finances often cause.

Vanessa Eve, Associate Director and Investment Manager of Quilter Cheviot

Vanessa works extensively with private clients and intermediaries holding seminars on the management of private investments as well as advising individuals on their existing and ongoing investments. Vanessa spearheads Quilter Cheviot’s Advising Female Clients initiative nationally, examining the unique investment challenges women face during their financial journeys. This specialist insight allows Vanessa to advise women and their families on how investing can be a route to financial empowerment through not only educating them around their investment options but helping them navigate the more challenging aspects of their lives including divorce.

Vanessa has been looking after client investments for over 17 years and was recently shortlisted at the Women in Finance Awards for Wealth Manager of the Year 2021 and has been nominated as Wealth Manager of the Year 2022 by Investment Week at their Women in Investment Awards for the work done for female clients within the financial services industry.

There are limited spaces available for this event.

Please forward any questions you may have to [email protected]


Advertisement

Event Venue & Nearby Stays

Quilter Cheviot, 2nd Floor, Toronto Square, Leeds, United Kingdom

Tickets

GBP 15.00

Discover more events by tags:

Nonprofit in LeedsWorkshops in Leeds

Sharing is Caring: